Civic Intelligence

Boston Bar Association

990 • Fiscal year 2024 • EIN 04-2164774

Sep 01, 2023 to Aug 31, 2024 • Filed on Jul 10, 2025

Organization ProfileWWW.BOSTONBAR.ORG

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16 Beacon StreetBoston, MA 02108

(617) 742-0615

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.49x

Higher debt load relative to assets than 79% of similar nonprofits.

2024 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

0.84x

Higher debt load relative to revenue than 88% of similar nonprofits.

2024 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2024

Net Margin

19th percentile

-4.3%

Higher net margin than 19% of similar nonprofits.

2024 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2024

Asset Growth

39th percentile

2.6%

Faster asset growth than 39% of similar nonprofits.

2024 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

0.8%

Faster revenue growth than 27% of similar nonprofits.

2024 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$8,654,674

Up $220,998 (+2.6%) from 2023

Net Assets

Up

$4,455,728

Up $64,550 (+1.5%) from 2023

Liabilities

Up

$4,198,946

Up $156,448 (+3.9%) from 2023

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin19th percentile

Revenue

Up

$4,976,843

Up $41,588 (+0.8%) from 2023

Expenses

Up

$5,192,171

Up $106,162 (+2.1%) from 2023

Net Income

Down

-$215,328

Down $64,574 (-43%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $4,299,037Liabilities 2011: $1,546,290Net Assets 2011: $2,752,7472011Assets 2012: $4,324,539Liabilities 2012: $1,446,343Net Assets 2012: $2,878,1962012Assets 2013: $4,528,663Liabilities 2013: $1,581,790Net Assets 2013: $2,946,8732013Assets 2014: $4,734,821Liabilities 2014: $1,770,461Net Assets 2014: $2,964,3602014Assets 2015: $4,602,743Liabilities 2015: $1,505,331Net Assets 2015: $3,097,4122015Assets 2016: $4,664,819Liabilities 2016: $1,426,414Net Assets 2016: $3,238,4052016Assets 2017: $5,016,853Liabilities 2017: $1,792,705Net Assets 2017: $3,224,1482017Assets 2018: $5,349,710Liabilities 2018: $1,960,786Net Assets 2018: $3,388,9242018Assets 2019: $5,455,482Liabilities 2019: $2,004,156Net Assets 2019: $3,451,3262019Assets 2020: $5,538,304Liabilities 2020: $1,681,966Net Assets 2020: $3,856,3382020Assets 2021: $6,801,109Liabilities 2021: $2,154,391Net Assets 2021: $4,646,7182021Assets 2022: $6,132,875Liabilities 2022: $1,651,650Net Assets 2022: $4,481,2252022Assets 2023: $8,433,676Liabilities 2023: $4,042,498Net Assets 2023: $4,391,1782023Assets 2024: $8,654,674Liabilities 2024: $4,198,946Net Assets 2024: $4,455,7282024

Highlighted filing

2024

Assets$8,654,674
Liabilities$4,198,946
Net Assets$4,455,728
Open 2024 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,323,5872011Expenses 2012: $3,446,7862012Revenue 2013: $3,820,519Expenses 2013: $3,688,842Net Income 2013: $131,6772013Revenue 2014: $3,890,822Expenses 2014: $3,873,335Net Income 2014: $17,4872014Revenue 2015: $3,952,891Expenses 2015: $3,819,839Net Income 2015: $133,0522015Revenue 2016: $4,076,089Expenses 2016: $3,935,096Net Income 2016: $140,9932016Revenue 2017: $4,272,123Expenses 2017: $4,286,380Net Income 2017: -$14,2572017Revenue 2018: $4,606,866Expenses 2018: $4,442,090Net Income 2018: $164,7762018Revenue 2019: $4,902,456Expenses 2019: $4,840,054Net Income 2019: $62,4022019Revenue 2020: $4,669,608Expenses 2020: $4,264,596Net Income 2020: $405,0122020Revenue 2021: $4,897,304Expenses 2021: $4,106,924Net Income 2021: $790,3802021Revenue 2022: $4,451,231Expenses 2022: $4,616,724Net Income 2022: -$165,4932022Revenue 2023: $4,935,255Expenses 2023: $5,086,009Net Income 2023: -$150,7542023Revenue 2024: $4,976,843Expenses 2024: $5,192,171Net Income 2024: -$215,3282024

Highlighted filing

2024

Revenue$4,976,843
Expenses$5,192,171
Net Income-$215,328
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 10, 2025
Return Version
2023v6.0
Gross Receipts
$4,976,843
Mission and Program Overview

Mission

To advance the highest standards of excellence for the legal profession, to facilitate access to justice, and to serve the community at large. In support of this mission, the association will strive to 1) foster an inclusive community of lawyers by improving the quality of life of lawyers as people, as members of a profession with longstanding values and traditions, and as citizen-lawyers, 2) serve individual members and provide them with the tools, relationships, opportunities and resources to develop successful careers and practices, 3) serve law firms, in-house law departments, non-profits and public agencies in and closely connected to the legal profession, 4) increase access to justice for all, provide for the fair and efficient administration of justice, and enhance the quality of the law, 5) ensure that the governance structure, capacity and operations of the association are dynamic and suited to the task of accomplishing the association's goals and objectives.

To advance the highest standards of excellence for the legal profession, to facilitate access to justice, and to serve the community at large.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,591,012$2,862,543▲ $1,271,531
Land, Buildings, and Equipment, Net$1,830,277$1,674,269▼ $156,008
Savings and Temporary Cash Investments$1,282,635$558,315▼ $724,320
Cash and Non-Interest-Bearing Accounts$353,192$343,809▼ $9,383
Prepaid Expenses and Deferred Charges$148,329$205,803▲ $57,474
Intangible Assets$164,728$106,411▼ $58,317
Accounts Receivable$40,027$30,814▼ $9,213
Other Notes and Loans Receivable, Net$10,812$0▼ $10,812
Total Assets$8,433,676$8,654,674▲ $220,998
Other Assets Total$3,012,664$2,872,710▼ $139,954
Liabilities
Other Liabilities$2,866,321$3,151,545▲ $285,224
Deferred Revenue$592,169$544,752▼ $47,417
Accounts Payable and Accrued Expenses$584,008$502,649▼ $81,359
Total Liabilities$4,042,498$4,198,946▲ $156,448
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,391,178$4,455,728▲ $64,550
Total Net Assets Fund Balance$4,391,178$4,455,728▲ $64,550
Total Liabilities and Net Assets / Fund Balance$8,433,676$8,654,674▲ $220,998

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,452,826$835,196$2,288,022
Equipment$221,443$1,080,547$1,301,990
Other Assets Org$2,238,512--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard M Page JrExecutive DirectorFT$353,284$20,463$373,747
Heather LearyChief Operating OfficerFT$214,427$28,193$242,620
Michael AvitzurDirector of Government RelatioFT$143,034$25,642$168,676
Sara MackeyDirector of Professional DevelFT$150,372$6,386$156,758
Christian LavancherDatabase & Is ManagerFT$133,710$22,048$155,758

Board Members and Trustees

NameTitle
Hannah Laws KilsonPresident
Matthew Vp MctyguePresident Elect
Suma V NairVice President
Andrew J MerkenBoard Member
Angela Onwuachi-willigBoard Member
Barbara a RobbBoard Member
Carla BarrettBoard Member
Chinh H PhamBoard Member
Christine BellonBoard Member
Christopher E HartBoard Member
Colin G Van DykeBoard Member
David J Nagle EsqBoard Member
David M FriedmanBoard Member
David M SoletBoard Member
Elizabeth MatosBoard Member
Garret D LeeBoard Member
Giselle J JoffreBoard Member
Ingrid S MartinBoard Member
Joanna G Allison EsqBoard Member
Katherine J FickBoard Member
Kevin PrussiaBoard Member
Luke CadiganBoard Member
Mark H BurakBoard Member
Mark Tan LeeBoard Member
Matthew J Lawlor EsqBoard Member
Miranda HookerBoard Member
Nigel W LongBoard Member
Payal SalsburgBoard Member
Robert KubicaBoard Member
Stephen P HallBoard Member
Yalonda Taliss HowzeBoard Member
Yvonne W ChanBoard Member
Mark C FlemingSecretary
Andrew P StrehleTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Integrated It SolutionsComputer Services430 FORTUNE BLVD, Milford, MA 01757$166,144
Revenue and Support

Revenue Composition

Contributions and Grants
$3,474,483
Program Service Revenue
$1,305,441
Investment Income
$63,980
Other Revenue
$132,939
All Other Contributions
$288,955
Change in Net Assets
$-215,328

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,976,339
Revenue Not Reported on Financial Statements
$504
Revenue Not Reported on Form 990
$279,878
Total Revenue per Audited Statements
$5,256,217
Total Revenue per Form 990
$4,976,843
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,180,648
Other Expenses$1,945,523
Grants and Similar Amounts Paid$66,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,339,737
Conferences and Meetings---$471,747
Current Officers, Directors, Trustees, and Key Employees---$373,747
Occupancy---$368,456
Information Technology---$308,258
Payroll Taxes---$202,768
Other Employee Benefits---$191,262
Depreciation Depletion---$156,008
Fees for Services Other---$118,966
Pension Plan Contributions---$73,134
Grants to Domestic Individuals---$66,000
Other Expenses---$47,115
Office Expenses---$41,870
All Other Expenses---$34,522
Fees for Services Accounting---$31,270
Insurance---$30,734
Fees for Service Investment Mgmnt Fees---$504
Total Functional Expenses$0$0$0$5,192,171

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,192,171
Expenses per Audited Statements$5,191,667
Total Expenses per Audited Statements$5,191,667
Expenses Not Reported on Financial Statements$504
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$97,029
Total Nondeductible Lobbying and Political Cost$97,029
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Obligation$2,238,512
Funds Held for Others$634,198
Due to Related Organization$278,835
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Members of the council work for law firms, corporations, law schools and government agencies. In the ordinary course of business, many lawyers and firms have existing business relationships with each other.”

Form 990, Part VI, Section A, Line 6

“The boston bar association has members who vote annually to elect the members of the governing body.”

Form 990, Part VI, Section A, Line 7A

“Any member of the bar, duly admitted to practice and in good standing in any commonwealth, state or territory of the united states, the district of columbia, or any foreign country, shall be eligible for membership in the association as a voting member.”

Form 990, Part VI, Section B, Line 11B

“The board of directors allocated the authority to approve the 990 prior to filing to the audit committee.”

Form 990, Part VI, Section B, Line 12C

“Annually all council members are required to read and sign the conflict policy. They are required to disclose and if appropriate recuse themselves from voting and or discussion.”

Form 990, Part VI, Section B, Line 15A

“A review committee of the outgoing president, the incoming president, the incoming vice president and the president of the boston bar foundation annually convene to review the executive director's performance and compensation. The review committee reads and studies the executive director's self assessment. The review committee, in considering the executive director's compensation, reviews the compensation history and data concerning comparable salaries of executive directors of the metropolitan bar associations and local non-profit organizations. The results of this process are summarized in a written performance review.”

Form 990, Part VI, Section C, Line 19

“Governing documents and conflict of interest policy are available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Boston Bar Association
EIN
04-2164774
Phone
6177420615
Address
16 BEACON STREET, BOSTON, MA 02108

Signing Officer

Name
Richard M Page Jr
Title
Executive Director
Phone
6177420615
Signed
2025-07-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard M Page Jr
Formed
1886
Legal Domicile
Ma
Voting Board Members
34
Independent Board Members
34
Employees
39
Volunteers
1,898

Preparer

Firm
Gerald T Reilly & Company
Address
424 ADAMS STREET, MILTON, MA 02186
Preparer
Linda Kramer
Phone
6176968900
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“There have been no process changes to the committee's oversight of the audit of the financial statements.”

Raw XML AppendixShowing 400 of 787 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0TO ADVANCE THE HIGHEST STANDARDS OF EXCELLENCE FOR THE LEGAL PROFESSION, TO FACILITATE ACCESS TO JUSTICE, AND TO SERVE THE COMMUNITY AT LARGE.
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IRS990/Desc0PROFESSIONAL DEVELOPMENT: THE BOSTON BAR ASSOCIATION PROVIDES A ROBUST ARRAY OF PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR LEGAL PROFESSIONALS AT EVERY STAGE OF THEIR CAREERS. THROUGH CONTINUING LEGAL EDUCATION (CLE), INDUSTRY CONFERENCES, SUBSTANTIVE LAW SECTION MEETINGS, LEADERSHIP TRAINING, AND SKILLS-BASED PROGRAMMING, THE BBA EQUIPS LAWYERS WITH THE KNOWLEDGE, TOOLS, AND SUPPORT THEY NEED TO GROW AND SUCCEED IN THEIR PRACTICE. SPECIALIZED INITIATIVES PROMOTE LEADERSHIP DEVELOPMENT, LAWYER WELL-BEING, AND DIVERSITY, EQUITY, INCLUSION, AND BELONGING WITHIN THE PROFESSION. THESE OFFERINGS ARE DESIGNED TO FOSTER EXCELLENCE IN LEGAL PRACTICE WHILE SUPPORTING A THRIVING, INCLUSIVE LEGAL COMMUNITY.
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IRS990/Form990PartVIISectionAGrp/PersonNm21ANGELA ONWUACHI-WILLIG
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IRS990/Form990PartVIISectionAGrp/PersonNm24JOANNA G ALLISON ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm25CARLA BARRETT
IRS990/Form990PartVIISectionAGrp/PersonNm26CHRISTINE BELLON
IRS990/Form990PartVIISectionAGrp/PersonNm27COLIN G VAN DYKE
IRS990/Form990PartVIISectionAGrp/PersonNm28GISELLE J JOFFRE
IRS990/Form990PartVIISectionAGrp/PersonNm29ROBERT KUBICA
IRS990/Form990PartVIISectionAGrp/PersonNm30ELIZABETH MATOS
IRS990/Form990PartVIISectionAGrp/PersonNm31ANDREW J MERKEN
IRS990/Form990PartVIISectionAGrp/PersonNm32PAYAL SALSBURG
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IRS990/Form990PartVIISectionAGrp/PersonNm34RICHARD M PAGE JR
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IRS990/Form990PartVIISectionAGrp/PersonNm36SARA MACKEY
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IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt25BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt26BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt27BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt28BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt29BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt30BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt31BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt32BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt33BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt34EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt35CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt36DIR. OF PROFESSIONAL DEVEL
IRS990/Form990PartVIISectionAGrp/TitleTxt37DIR. OF GOVERNMENT RELATIO
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,654,674
Liabilities
$4,198,946
Net assets
$4,455,728
Revenue
$4,976,843
Expenses
$5,192,171
Net income
-$215,328
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.65$4.20$4.46$4.98$5.19$0.22
2023Detailed filing. Detailed filing data is available for this year.$8.43$4.04$4.39$4.94$5.09$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.13$1.65$4.48$4.45$4.62$0.17
2021Detailed filing. Detailed filing data is available for this year.$6.80$2.15$4.65$4.90$4.11$0.79
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.54$1.68$3.86$4.67$4.26$0.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.46$2.00$3.45$4.90$4.84$0.06
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.35$1.96$3.39$4.61$4.44$0.16
2017Detailed filing. Detailed filing data is available for this year.$5.02$1.79$3.22$4.27$4.29$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.66$1.43$3.24$4.08$3.94$0.14
2015Detailed filing. Detailed filing data is available for this year.$4.60$1.51$3.10$3.95$3.82$0.13
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.73$1.77$2.96$3.89$3.87$0.02
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.53$1.58$2.95$3.82$3.69$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.32$1.45$2.88$3.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.30$1.55$2.75$3.32